Unlock peer percentile detail for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Unlock 10-year trajectory for $4.99 your first month
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,088 | $29,667+31.8% | $56,441-30.7% | $80,874-51.7% |
| Participation rate | 89.2% | 41.7%+47.6pp | 52.5%+36.7pp | 67.6%+21.6pp |
| Annual return | 13.39% | 35.22%-21.8pp | 1704.21%-1690.8pp | 35.62%-22.2pp |
| Employer contribution / active EE | $1,481 | $669+121.3% | $1,039+42.6% | $2,756-46.2% |
| Participant deferral / active EE | $2,148 | $1,227+75.1% | $1,953+10.0% | $4,297-50.0% |
| Admin fee / account holder | $1,371 | $2,429-43.6% | $2,829-51.5% | $6,935-80.2% |